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HEICO Class A
HEI.A

Overview Fund Activity

429 hedge funds and large institutions have $11.6B invested in HEICO Class A in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 168 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
41
Increased
168
Reduced
138
Closed
37
Calls
$4.33M
Puts
$2.11M
Net Calls
+$2.22M
Net Calls Change
-$43K

Top Buyers

1
Invesco
Invesco
Georgia
+$465M
2
Principal Financial Group
Principal Financial Group
Iowa
+$101M
3
Capital International Investors
Capital International Investors
California
+$69.5M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$52.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$38.2M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$207M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$57.7M
3
Morgan Stanley
Morgan Stanley
New York
-$52.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$30.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
326
Cedar Brook Financial Partners
Ohio
$210K +$210K +1,366 New
FWA
327
FSM Wealth Advisors
Ohio
$209K +$209K +1,355 New
YCM
328
Yousif Capital Management
Michigan
$206K +$206K +1,338 New
BCM
329
BluePath Capital Management
Georgia
$206K -$162K -1,050 -44%
Jones Financial Companies
330
Jones Financial Companies
Missouri
$200K +$200K +1,300 New
AIG
331
American International Group
New York
$198K -$2.62K -17 -1%
OSAM
332
O'Shaughnessy Asset Management
Connecticut
$188K +$28.3K +184 +18%
BCP
333
Blue Chip Partners
Michigan
$177K +$177K +1,150 New
Schroder Investment Management Group
334
Schroder Investment Management Group
United Kingdom
$172K +$83.4K +542 +94%
UM
335
UniSuper Management
Australia
$169K +$92.4K +600 +120%
BL
336
Balentine LLC
Georgia
$154K -$7.54K -49 -5%
APW
337
Acima Private Wealth
Virginia
$153K – – –
RBC
338
Roble Belko & Company
Pennsylvania
$150K -$9.38K -61 -6%
FHA
339
First Horizon Advisors
Tennessee
$150K +$616 +4 +0.4%
SOW
340
State of Wyoming
Wyoming
$143K -$8.16K -53 -5%
HIA
341
Harbor Investment Advisory
Maryland
$143K -$5.08K -33 -3%
PFP
342
Pinnacle Financial Partners
Tennessee
$139K – – –
HNB
343
Hilltop National Bank
Wyoming
$130K +$130K +843 New
GI
344
GAMMA Investing
California
$108K +$26.5K +172 +32%
RIM
345
Rakuten Investment Management
Japan
$100K +$91.9K +597 +1,106%
TFIPS
346
Towarzystwo Funduszy Inwestycyjnych PZU SA
$98.5K +$26.2K +170 +36%
First Manhattan
347
First Manhattan
New York
$95.1K – – –
CI Investments Inc
348
CI Investments Inc
Ontario, Canada
$90K -$5.25M -33,972 -98%
PMFA
349
Plante Moran Financial Advisors
Michigan
$83.7K +$308 +2 +0.4%
FDCDDQ
350
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.6K – – –
12 13
14
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